IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.68B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.1M
3
+$12.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$11.8M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$11.3M

Top Sells

1
+$116M
2
+$20.7M
3
+$12.4M
4
LLY icon
Eli Lilly
LLY
+$10.7M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.98M

Sector Composition

1 Technology 10.97%
2 Healthcare 4.11%
3 Financials 3.73%
4 Consumer Discretionary 3.37%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.37M 0.16%
23,949
+68
127
$4.35M 0.16%
9,854
-126
128
$4.34M 0.16%
35,403
-2,181
129
$4.32M 0.16%
82,753
+48,706
130
$4.26M 0.16%
110,893
+30,977
131
$4.21M 0.16%
39,032
+19,089
132
$4.21M 0.16%
38,132
+12,782
133
$4.17M 0.16%
84,596
-4,250
134
$4.12M 0.15%
25,432
+3,218
135
$4.11M 0.15%
179,505
+24,775
136
$4.07M 0.15%
176,284
+24,556
137
$4.04M 0.15%
23,828
+2,954
138
$4.04M 0.15%
54,872
-2,127
139
$4.03M 0.15%
211,121
+42,093
140
$3.97M 0.15%
38,235
+3,644
141
$3.96M 0.15%
39,040
-493
142
$3.93M 0.15%
19,738
-3,179
143
$3.92M 0.15%
160,688
+45,452
144
$3.9M 0.15%
89,621
+3,509
145
$3.87M 0.14%
138,437
+8,795
146
$3.87M 0.14%
76,797
+15,405
147
$3.85M 0.14%
47,272
-1,796
148
$3.84M 0.14%
76,541
+4,446
149
$3.83M 0.14%
35,196
+2,025
150
$3.81M 0.14%
60,952
+5,582
4 5
6
7 8